See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
DESCHUTES INVESTMENT CONSULTING10+ years Service code 27 200 SW MARKET STREET STE 550 · PORTLAND, OR 97201 | Advisory (Plan) | $52,914 |
AMERICAN FUNDS4 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERV Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $5,412 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,361 | $88,634+65.1% | $101,326+44.4% | $74,304+97.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 60.3%+39.7pp |
| Annual return | 16.65% | 33.10%-16.4pp | 36.82%-20.2pp | 29.43%-12.8pp |
| Employer contribution / active EE | $2,690 | $2,930-8.2% | $3,665-26.6% | $2,241+20.0% |
| Participant deferral / active EE | $7,412 | $7,322+1.2% | $7,994-7.3% | $3,767+96.8% |
| Admin fee / account holder | $293 | $2,425-87.9% | $11,185-97.4% | $2,969-90.1% |